ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 279 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.27 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $25,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 341 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $24,000 | +4.3% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +4.5% | 341 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -67.6% | 341 | -69.7% | 0.00% | -71.4% |
| Q2 2020 | $68,000 | +277.8% | 1,124 | +229.6% | 0.01% | +250.0% |
| Q1 2020 | $18,000 | -18.2% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +29.4% | 341 | +24.9% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | -99.8% | 273 | +10.5% | 0.00% | -33.3% |
| Q1 2016 | $10,868,000 | – | 247 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |